Quicken 2017 Deluxe to 2020 Quicken Starter R26.21

nrocco
nrocco Quicken Windows Subscription Unconfirmed
Hi Community. First post so pls bear with me. Just completed upgrade from Q17-Deluxe to Q20 Starter. While validating balances, it appears all bank, asset, credit card and liability accounts have converted successfully. Investment accounts are a different story...

...while the cash balance in some of the investment accounts appears accurate, the total market value (cash + shares X current fmv) does not appear accurate.

I’m confused whether this is a data conversion issue, a limitation in the investment function capabilities of the Starter version of the software or other. Insights or questions appreciated.

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